David Block

Sanders Morris Harris Llc

Assets Managed

$630.838M

Holdings

297

Last Quarter

2026 - Q1

Filed Date

1mo 7d ago

Growth Rate

874.74%(2Q avg: 391.64%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanders Morris Harris Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 297 positions.

Assets under management

The assets under management (AUM) of Sanders Morris Harris Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 630.838M in assets, with a quarterly growth rate of 874.74% and a 2-quarter average growth rate of 391.64%. The portfolio is managed by David Block, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 10.89%	6.08%	$38.337M 66,421 shares@ $577.18 avg price	Increased 10.89%
AAPL Apple Inc Recent Activity New Position	5.4%	$34.048M 134,159 shares@ $253.79 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	5%	$31.528M 180,782 shares@ $174.41 avg price	New Position
EPD Enterprise Products Partners Recent Activity New Position	4.82%	$30.354M 802,160 shares@ $37.85 avg price	New Position
CSWC Capital Southwest Corp Recent Activity New Position	3.9%	$24.579M 1.111M shares@ $22.12 avg price	New Position
MSIF Msc Income Fund Inc Recent Activity New Position	3.49%	$22.002M 1.806M shares@ $12.19 avg price	New Position
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 4213.53%	2.67%	$16.803M 25,838 shares@ $650.34 avg price	Increased 4213.53%
XOM Exxon Mobil Corp Recent Activity New Position	2.48%	$15.619M 92,061 shares@ $169.67 avg price	New Position
BX Blackstone Inc Recent Activity New Position	2.43%	$15.287M 132,944 shares@ $115.0 avg price	New Position
MAIN Main Street Capital Corp Recent Activity New Position	2%	$12.565M 237,255 shares@ $52.97 avg price	New Position

1-10 of 297